Welcome to the new Tahua Help Center!
Ctrlk
Go to website
For the complete documentation index, see llms.txt. This page is also available as Markdown.

Create Milestone Batch

This article is for Administrators who would like to set up a Milestone Batch to create Milestones for multiple Applications at once.

A Milestone Batch is when you create a Milestone for multiple Applicants. This method is incredibly efficient as you can send the same set of deliverables to as many Applicants as you wish, even if they’ve been awarded different Grants.

If you only need to create a Milestone for one Application, refer to Create Singular Milestone.

Create a Milestone Batch

1

Open Milestone Batches

  • Go to the “Milestone Batches” menu.

  • Click New Milestone Batch.

2

Step: Create Milestone (Start)

  • Click Create Milestone to start from scratch, or click Import Template to use an existing Milestone.

3

Step: Milestone Details

  • Enter the Title, Due date and Funding amount — the amount to be paid to the Applicant after completion of all deliverables on the Milestone.

    • Note: You can create a Milestone with no funding. Enter $0 as the Funding amount.

    • If the imported template uses the Form Field amount type, Funding amount will be locked/read-only here, since it's calculated from the Applicant's own form entry instead — this is what lets you send the same batch to Applicants who are due different amounts. See Milestone Templates.

  • (Optional) Enter the Description.

  • Click Create Form.

4

Step: Build the Form

  • Create a custom form to establish deliverables required by the Applicant as part of this Milestone.

  • See Milestone Templates for guidance.

5

Step: Select Applications

  • Select the funding Applications you wish to create the Milestone for.

6

Step: Specify Reviewers

  • Select which Administrators will have access to review your Milestone. (Example below specifies an Admin.)

7

Step: Create Milestones

  • Click Create Milestones.

  • If you specified an Admin to review the Milestone, the status of the Milestone will be “Pending review”.

  • If the Reviewer declines one of the deliverables, the status of the Milestone will change to "Resubmissions requested". The applicant will be notified. No action is required by you until the applicant resubmits the Milestone for further approval.

See Manage Milestones to learn more about next steps and how to make payment.

PreviousCreate Singular Milestone
NextReview a Milestone for an Admin

Last updated

Was this helpful?